Position in AVGO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,169,125
-$4,055,308 QoQ
Shares Held
24,273
-43.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,548
of 4,764 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026MARSICO CAPITAL MANAGEMENT LLC holds $716,942,391 across 7 Semiconductors names. AVGO ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
539,035 | $257,426,944 | |
| 2 | NVDA |
Nvidia Corp
|
1,208,149 | $241,738,533 | |
| 3 | MU |
Micron Technology Inc
|
152,017 | $175,471,702 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
43,726 | $16,632,058 | |
| 5 | AVGO |
Broadcom Inc.
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|
24,273 | $9,169,125 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
24,460 | $8,672,782 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
13,481 | $7,831,247 |
All Filings in AVGO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,169,125 | 24,273 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $13,224,433 | 42,727 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $19,249,043 | 55,617 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $18,348,604 | 55,617 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,330,826 | 55,617 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $13,538,992 | 58,398 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,418,240 | 83,584 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||